Sound Stewardship’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sound Stewardship’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373K	Buy	500 +1	+0.2%	+$725	0.15%	50
2026 Q1	$325K	Sell	499 -5	-1%	-$3.4K	0.15%	51
2025 Q4	$344K	Hold	504	–	–	0.16%	52
2025 Q3	$336K	Sell	504 -25	-5%	-$16K	0.16%	52
2025 Q2	$327K	Buy	529 +25	+5%	+$14.3K	0.17%	52
2025 Q1	$282K	Sell	504 -95	-16%	-$55.8K	0.16%	52
2024 Q4	$351K	Buy	599 +20	+3%	+$11.8K	0.21%	46
2024 Q3	$332K	Buy	579 +28	+5%	+$15.5K	0.19%	48
2024 Q2	$300K	Buy	+551	New	+$288K	0.18%	49

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sound Stewardship's SPY Position: Q2 2026 in Review

Sound Stewardship increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, buying an estimated $725 and bringing the position to 500 shares worth $373K. The position accounts for 0.15% of the portfolio, ranked #50.

Sound Stewardship first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sound Stewardship held 500 shares of State Street SPDR S&P 500 ETF Trust worth $373K as of Q2 2026.
Sound Stewardship bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Sound Stewardship's portfolio in Q2 2026, its #50 holding.
Sound Stewardship first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.